← All themes Semiconductors

Semicap & Lithography

Semiconductor capital equipment covers the deposition, etch, inspection, and lithography tools that turn a wafer into a chip. The most advanced lithography has a single supplier, which makes the group a chokepoint on the whole industry.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
901	OWIM Old West Investment Management Los Angeles, California	$56.5M	+$5.12M	6	5.98%	Increased
902	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$56.3M	-$1.14M	9	4.54%	Reduced
903	Select Equity Group New York	$56.2M	+$12.4M	2	0.28%	Increased
904	IFM ION Fund Management Herzliya,	$56M	-$3.85M	3	3.55%	Reduced
905	JSC Jackson Square Capital San Francisco, California	$55.9M	+$6.24M	4	7.78%	Increased
906	Empirical Finance Havertown, Pennsylvania	$55.8M	+$1.12M	3	2.32%	Increased
907	1CP 11 Capital Partners Darien, Connecticut	$55.7M	+$20.8M	2	15.13%	Increased
908	ET Entropy Technologies New York	$55.6M	+$31.3M	9	2.21%	Increased
909	Central Trust Company Jefferson City, Missouri	$55.5M	-$1.28M	7	1%	Reduced
910	IAS Insigneo Advisory Services Miami, Florida	$55.5M	+$33M	5	2.08%	Increased
911	PCM Penn Capital Management Philadelphia, Pennsylvania	$55.5M	-$523K	2	3.52%	Reduced
912	M Mirova Paris, France	$55.4M	-$2.49M	1	2.05%	Reduced
913	Hosking Partners London, United Kingdom	$55.4M	-$9.31M	2	1.84%	Reduced
914	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$55.4M	-$3.38M	6	1.98%	Reduced
915	NRG Nemes Rush Group Novi, Michigan	$55.3M	+$75.2K	6	4.57%	Increased
916	HIC Holderness Investments Company Greensboro, North Carolina	$55.1M	-$178K	4	9.19%	Reduced
917	ATC Argent Trust Co Nashville, Tennessee	$54.7M	-$4.68M	6	1.58%	Reduced
918	SCM Soros Capital Management New York	$54.3M	+$32.4M	2	9.71%	Increased
919	Level Four Advisory Services Dallas, Texas	$54M	+$1.46M	4	1.53%	Increased
920	MAM Meeder Asset Management Dublin, Ohio	$54M	+$2.52M	4	2.76%	Increased
921	Evergreen Capital Management Bellevue, Washington	$54M	-$1.65M	12	0.95%	Reduced
922	MCM Mill Capital Management Concord, North Carolina	$54M	-$746K	2	3.6%	Reduced
923	IFWM Institute for Wealth Management Denver, Colorado	$53.9M	+$267K	8	4.76%	Increased
924	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$53.9M	-$1.04M	4	2.35%	Reduced
925	XTX Topco George Town, Cayman Islands	$53.8M	-$7.85M	15	0.7%	Reduced